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Fixed Income Portfolio (FIP)
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Back Dated Performance Reports
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
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Financial Planning
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Implementation
Legal Services
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Professional Alliance Network
Client Service Approach
Client's Responsibilities
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Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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Total Asset Fund (TAF)
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Additional Information
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Vanguard Extended Market ETF
(NY:
VXF
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208.22
+0.99 (+0.48%)
Official Closing Price
Updated: 8:00 PM EDT, Apr 2, 2026
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Block’s Stock Sinks To 18-Month Low After Multiple Downgrades On Wall Street Over Slowing Cash App Growth
↗
May 02, 2025
Wells Fargo downgraded the stock to ‘Equal Weight’ from ‘Overweight’ and slashed its price target to $50 from $95.
Via
Stocktwits
Etsy Stock Rises On Upbeat Q1 Revenue, Company Says It’s Staying Nimble In The Wake Of Tariff-Led Uncertainties
↗
April 30, 2025
However, the e-commerce player reported a net loss of $52.1 million during the quarter compared to a profit of $63 million in the same quarter a year ago, reflecting an impairment charge of $101.7...
Via
Stocktwits
Topics
Earnings
World Trade
WeightWatchers Stock Rockets After Partnership For Eli Lilly's Zepbound Drug: Retail Investors Very Optimistic
↗
April 29, 2025
Eligible self-pay patients without insurance can now access prescriptions for Zepbound in single-dose vial form through the WeightWatchers app.
Via
Stocktwits
Topics
Bankruptcy
Abeona Therapeutics’ Gene Therapy Gets FDA Nod For Treating Rare Genetic Skin Disease
↗
April 29, 2025
ZEVASKYN is expected to be available beginning in the third quarter of 2025 through ZEVASKYN Qualified Treatment Centers, located across the U.S. with experience in cell and gene therapy.
Via
Stocktwits
WeightWatchers Bankruptcy Buzz Could Be A Strategy To 'Get A Better Deal With The Bonds,' Says Activist Investor
↗
April 29, 2025
Galloway Capital, which owns a 2.87% stake, says WeightWatchers should avoid bankruptcy.
Via
Stocktwits
Topics
Bankruptcy
American Airlines Withdraws Full-Year Guidance Amid Economic Uncertainty, Reports Narrower Q1 Losses
↗
April 24, 2025
CEO Robert Isom highlighted that the airline’s actions over the past several years to refresh its fleet, manage costs, and strengthen its balance sheet position it well for the uncertainty the industry...
Via
Stocktwits
Topics
Earnings
TNF Pharmaceuticals To Use AI To Recruit Patients For Drug Development: Retail Stays Bearish
↗
April 22, 2025
The company stated that the TNF-Renova partnership is analyzing data from 30,000 patients to identify high-risk patients.
Via
Stocktwits
Topics
Artificial Intelligence
Tivic Health Stock Doubles After Briefings To Senior Leadership At White House, FDA: But Retail Stays Bearish
↗
April 22, 2025
During the meeting with the White House, the company highlighted the need for advanced treatments for acute radiation syndrome in the United States and its allied countries.
Via
Stocktwits
Faraday Future Expects Short Term Impact From Trump Tariffs But Retail Is Positive
↗
April 21, 2025
The company said that its second brand, Faraday X, plans to source components internationally in the early phase of production.
Via
Stocktwits
Topics
Government
Supply Chain
World Trade
Comerica Q1 2025 Earnings Top Wall Street Estimates, Revenue Fails To Meet Expectations As Loan Demand Remains Muted
↗
April 21, 2025
CEO Curtis C. Farmer said that stronger-than-expected non-interest-bearing balances and proactive deposit pricing strategies offset the impact of muted loan demand.
Via
Stocktwits
Topics
Government
Stocks
uniQure Stock Jumps On FDA’s Breakthrough Therapy Designation For Investigational Gene Therapy: Retail’s Optimistic
↗
April 17, 2025
The new designation is in addition to the existing Regenerative Medicine Advanced Therapy, Orphan Drug, and Fast Track designations granted to AMT-130.
Via
Stocktwits
Topics
Bankruptcy
Biomerica Stock Slumps After Reverse Stock Split Announcement: Retail’s Disappointed
↗
April 16, 2025
Every eight shares of Biomerica’s pre-split common stock issued and outstanding will be automatically reclassified as and converted into one new share of Biomerica’s common stock on Monday.
Via
Stocktwits
Ensysce Biosciences Stock Rises On Positive Data From Opioid Overdose Protection Study: Retail’s Thrilled
↗
April 15, 2025
The company stated that a 100 mg dosage of PF614-MPAR delivers oxycodone to treat severe pain and provides overdose protection when a greater-than-prescribed dose is consumed.
Via
Stocktwits
Topics
Government
Cara Therapeutics Stock Jumps 10% After Announcing 1-for-3 Reverse Stock Split: Retail Sentiment Soars
↗
April 14, 2025
On Tuesday evening, every three issued and outstanding shares of CARA’s common stock will automatically be combined into one, effectively reducing the number of issued and outstanding shares of the...
Via
Stocktwits
Topics
Economy
Bath & Body Works Stock Upgraded By Piper Sandler On Strong Brand Interest, Attractive Share Price: Retail Investors Very Interested
↗
April 13, 2025
The brand was a popular choice for fragrances among teenagers in the U.S., according to a Piper Sandler survey.
Via
Stocktwits
WeightWatchers Reportedly Considers Bankruptcy Amid Business Struggles, Debt Woes: Retail Traders On Edge
↗
April 09, 2025
hares of the company, which is struggling with a declining business and high debt levels, fell over 60% after the report.
Via
Stocktwits
Topics
Bankruptcy
Phio Pharmaceuticals Stock Soars On Clearance To Escalate Dose In Skin Cancer Treatment Trial: Retail’s Thrilled
↗
April 09, 2025
CEO Robert Bitterman said the company is optimistic that the clinical trial will continue to demonstrate that PH-762 may present a viable non-surgical alternative to existing modes of therapy for skin...
Via
Stocktwits
Immunic Stock Draws Investor Attention On $5.1M Registered Direct Offering: Retail’s On Wait-And-Watch Mode
↗
April 09, 2025
Immunic intends to use the net proceeds from the proposed offering to fund its clinical trials and operations and for other general corporate purposes.
Via
Stocktwits
Topics
Intellectual Property
Lawsuit
Cosmos Health Announces Launch Of Food Supplement Brand In Albania: Retail Sentiment Improves
↗
April 08, 2025
The company said that the launch is in partnership with Tirana-based pharmaceutical company Pharma Cell, which will serve as the distributor in the country.
Via
Stocktwits
Topics
Economy
Government
iBio Stock Plummets Despite Positive Data On Weight-Loss Treatment Antibody: Retail Stays Bearish
↗
April 07, 2025
However, the company said that the study does not prove statistical significance and only involves a single administration of the antibody.
Via
Stocktwits
Topics
Economy
Aptevo Stock Rises On $2.1M Registered Direct Offering, Warrant Sale: Retail Sentiment Touches Year-High
↗
April 03, 2025
The company said that net proceeds from the offering will be used for the continued clinical development of product candidates, as working capital, and for other general corporate purposes.
Via
Stocktwits
Topics
Government
Rivian Reports 36% Drop in Q1 Deliveries, But Retail Continues To Be Positive
↗
April 02, 2025
Truist Securities noted that the numbers aligned with the company’s prior commentary and street estimates, although the shares could see headwinds today from Tesla reporting Q1 deliveries below...
Via
Stocktwits
Interactive Brokers Stock Rallies On Strong March Metrics — Retail Stays Optimistic
↗
April 01, 2025
IBKR announced a 44% year-over-year jump in its daily average revenue trades to 3.471 million. Client accounts rose 32% YoY to 3.62 million during the month.
Via
Stocktwits
Topics
Bonds
Polar Power Stock In Spotlight After Q4 Revenue Declines But Losses Narrow — Retail’s Not Convinced
↗
April 01, 2025
Revenue fell 27% year over year to $2.62 million during the quarter, while the company’s net loss narrowed to $3 million or $1.22 per share compared to a loss of $3.16 million or $1.66 per share in the...
Via
Stocktwits
Topics
Electric Vehicles
Forge Global Stock Tumbles 12% After Board Approves 1-For-15 Reverse Split — Retail’s Still Hopeful
↗
March 31, 2025
Forge Global said the reverse stock split is intended to bring the company into compliance with the minimum bid price requirement for continued listing on the New York Stock Exchange.
Via
Stocktwits
LPL Financial Holdings To Acquire Commonwealth Financial Network For $2.7B In Cash — Retail Turns Neutral
↗
March 31, 2025
LPL Financial also announced that it has commenced an underwritten public offering of $1.5 billion of its common stock.
Via
Stocktwits
Topics
Government
World Trade
FTC Solar Q4 Revenue Tops Estimates But Losses Exceed Wall Street Projections — Retail Stays Bullish
↗
March 31, 2025
The company also announced a 5-GW supply arrangement with Recurrent Energy, a utility-scale solar developer.
Via
Stocktwits
Topics
Energy
Hyperscale Data Stock Drops Despite Completing First Nvidia GPU Installation – But Retail Turns Bullish
↗
March 28, 2025
According to the company, the initial deployment of Nvidia GPUs is part of a broader effort to expand infrastructure that supports the increasing computational demands of enterprise and cloud-native...
Via
Stocktwits
Topics
Artificial Intelligence
Bankruptcy
Energy
Femasys Reports Wider-Than-Expected Annual Loss, But Retail Continues To Be Optimistic
↗
March 27, 2025
The company said that as of the end of 2024, it had an accumulated deficit of $127.2 million and cash and cash equivalents of only $3.5 million.
Via
Stocktwits
PDS Biotechnology Stock In Spotlight On Better-Than-Feared 2024 Loss – Retail Stays Bearish
↗
March 27, 2025
The company said the reduced losses were primarily due to decreased operating expenses.
Via
Stocktwits
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